The ETF Show - Tech Earnings, AI Momentum, and the ETF Concentration Question

As mega-cap tech earnings roll in, investors are once again grappling with big questions around AI optimism, portfolio concentration, and long-term opportunity. Tejas Dessai of Global X unpacks what this earnings season signals for AI investment, how monetization is evolving across sectors, and where thematic ETFs may offer diversified exposure beyond the Magnificent Seven. The conversation also explores whether AI valuations justify the hype—and how investors can position for the next phase of the AI-driven market cycle.